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Annis Gardner Whiting Capital Advisors’s WSFS Financial WSFS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$1.44K – 1256
2026
Q1 		$1.44K Hold
22
– – ﹤0.01% 1095
2025
Q4 		$1.22K Buy
22
+12
+120% +$657 ﹤0.01% 1024
2025
Q3 		$540 Sell
10
-176
-95% -$9.94K ﹤0.01% 1069
2025
Q2 		$10.2K Buy
+186
New +$9.66K ﹤0.01% 710

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WSFS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 22 shares — an estimated $1.44K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WSFS in Q2 2025 and held it in 4 quarters. The position peaked at $10.2K in Q2 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 22 WSFS Financial shares in Q2 2026, an estimated $1.44K.
  • Annis Gardner Whiting Capital Advisors first reported a position in WSFS Financial in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's WSFS Financial position peaked at $10.2K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.